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Gartner
IT

Overview Fund Activity

867 hedge funds and large institutions have $32B invested in Gartner in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 329 increasing their positions, 309 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
12.61%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
90
Increased
329
Reduced
309
Closed
83
Calls
$28.5M
Puts
$16.3M
Net Calls
+$12.1M
Net Calls Change
-$6.62M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$267M
2
Principal Financial Group
Principal Financial Group
Iowa
+$154M
3
BlackRock
BlackRock
New York
+$114M
4
Goldman Sachs
Goldman Sachs
New York
+$101M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$89.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$150M
2
AI
Axiom Investors
Connecticut
-$149M
3
Brown Advisory
Brown Advisory
Maryland
-$128M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$89.8M
5
GIM
Generation Investment Management
United Kingdom
-$82M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
376
E. Ohman J:or Asset Management
Sweden
$1.48M – – –
TAMH
377
Taikang Asset Management (HK)
Hong Kong
$1.48M +$420K +936 +40%
RIM
378
Rakuten Investment Management
Japan
$1.47M +$539K +1,212 +58%
NS
379
NBC Securities
Alabama
$1.47M +$392K +874 +37%
DWM
380
Dynasty Wealth Management
Florida
$1.46M +$114K +253 +8%
GBT
381
Grove Bank & Trust
Florida
$1.46M +$54.3K +121 +4%
CCP
382
Cunning Capital Partners
North Carolina
$1.45M -$764K -1,700 -34%
NG
383
Norden Group
Utah
$1.45M -$150K -335 -9%
C
384
Certuity
Florida
$1.44M +$1.44M +3,202 New
BF
385
BOK Financial
Oklahoma
$1.42M +$1.38M +3,077 +3,663%
AWS
386
Atria Wealth Solutions
New York
$1.39M +$39.5K +88 +3%
AssetMark Inc
387
AssetMark Inc
California
$1.36M -$192K -427 -12%
PWM
388
Perigon Wealth Management
California
$1.35M -$449 -1 -0%
QT
389
Quantbot Technologies
New York
$1.32M +$1.15M +2,556 +676%
RFC
390
Regions Financial Corp
Alabama
$1.32M -$211K -470 -14%
Public Sector Pension Investment Board (PSP Investments)
391
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M +$523K +1,165 +66%
PS
392
Pensionfund Sabic
Netherlands
$1.3M – – –
WI
393
Wintrust Investments
Illinois
$1.29M – – –
MSFS
394
Main Street Financial Solutions
Pennsylvania
$1.29M +$57.9K +129 +5%
HPC
395
HM Payson & Co
Maine
$1.28M -$27.8K -62 -2%
GP
396
Girard Partners
Pennsylvania
$1.26M +$1.26M +2,808 New
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.26M +$488K +1,087 +63%
BC
398
Bridgefront Capital
Texas
$1.25M +$1.25M +2,793 New
Wealthfront Advisers
399
Wealthfront Advisers
California
$1.25M -$26.9K -60 -2%
PAS
400
Park Avenue Securities
New York
$1.25M -$83.1K -185 -6%
14 15
16
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